Samuel Snow is a financial advisor with Raymond James Financial in Salt Lake City, UT, holding Series 65 and Series 66 licenses and 12 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with J.P. Morgan Institutional Investments and JPMorgan Investment Management. Outside of his advisory role, he is involved in several business ventures as an owner and officer of multiple support companies. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities, with a focus on non-discretionary, tailored advisory solutions and specialized services for small businesses.

Landen Atkin is a Financial Consultant who focuses on personal financial planning. He emphasizes listening to clients' priorities and working collaboratively to improve their financial situations. Landen's approach includes understanding clients' needs, analyzing their financial status, and addressing potential risks or gaps in their plans. He has experience as a Planning Consultant at Fidelity Investments in 2024 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Landen holds insurance licenses in Arkansas and California. Outside of his professional work, Landen enjoys camping, motorcycles, outdoor adventures, skiing, soccer, and surfing.

Hiram Oakley is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. Over his tenure at Fidelity, Hiram has progressed through several roles, starting as a Customer Relationship Advocate and advancing through positions including High Net Worth Service Associate and various levels of Investment Solutions Representative. Throughout his career, Hiram focuses on assisting individuals and families with financial planning, emphasizing understanding clients' lives and collaborating with them to develop financial plans aimed at pursuing their goals. He aims to help clients feel confident and comfortable with their financial strategies. Outside of his professional work, Hiram enjoys camping, family activities, outdoor adventures, and reading.

Annie Driana Pikula is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been affiliated with various divisions of Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Thomas DeVito is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity in 2022 and has progressed through roles from Customer Relationship Advocate to Investment Solutions Representative across levels I to III before his current appointment. In his professional capacity, Thomas focuses on assisting clients in achieving financial security and prosperity by offering guidance in budgeting, investing, and wealth planning tailored to individual needs and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Thomas enjoys fishing, golf, and snowboarding.

Joshua Bonham is a financial advisor at Merrill in Salt Lake City, UT, holding Series 66 and Series 65 licenses with one year of industry experience. His prior work includes roles at Driven Investments and Zions Bancorporation, as well as experience outside finance with Columbia Sportswear Company and Nike. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors.

Kent Isom is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Nash Lockie is a financial advisor with Morgan Stanley, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Andrew Petersen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and various positions before entering the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves a broad range of investors.

Cosette Cole is a Series 66-licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, and has 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2007 to 2016. Outside of advising, she is the registered agent for Rocky Mountain Burger Bus LLC in Ogden, UT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party analytics.

Alyse Packer is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2014. Outside of her advisory role, she owns a professional photography business where she takes family portraits and teaches photography online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s notable activities include managing registered investment companies and delivering model portfolios with systematic methodologies.

Kevin Hair is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Fidelity and its affiliated entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI tools in research.

Cade Carter is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Vumerity, NFL Films, Montage, and CBS. Outside of finance, he was involved with The Cliff Dining Pub for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Houston is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Lyons McCloskey LLC and Mainstreet Valuations LLC/RedBell Real Estate. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and utilizes algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Roxanne Duennebeil is a financial advisor with Morgan Stanley in South Jordan, UT, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at E*Trade Securities LLC and Morgan Stanley Services Group Inc. Outside of finance, she is involved in education, teaching children through Evolve and a ballet studio. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach, offering both direct and employer-sponsored financial plans.

Griffin Haycock is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Mountain America Credit Union for five years and has experience in education with Granite School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

William Fussell is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory work, he is involved with the Portland Collaborative Divorce Networking Group. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Noon Taha is a Series 66 licensed financial advisor with Merrill, having one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Noon worked at Morgan Stanley and has been involved with several community and caregiving roles, including supporting individuals with disabilities and serving on the West Side Review Board. Outside of advisory work, Noon is engaged in caregiving activities including assisting elderly and hospice patients. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Thurman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Morgan Stanley, he spent significant time with E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Jana Berry is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. Jana previously worked at Wells Fargo Advisors from 2014 to 2020. She also serves as an office manager for Uinta Wealth Management in Salt Lake City. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning, non-discretionary investment consulting, and access to various managed account programs, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.